Wall Street rewards Microsoft's AI pivot. A longtime skeptic says it's just the beginning
Melius Research's Ben Reitzes has warned about AI disrupting legacy software providers for years.
CNBC reports: Melius Research's Ben Reitzes has warned about AI disrupting legacy software providers for years.
Now, he loves Microsoft's place in the AI race.
This technology story centres on the United States. Names and organisations mentioned in the coverage include Microsoft's AI, Wall Street and AI.
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Key details
- Location
- United States · Americas
- Reported by
- CNBC
- First reported
- Key names
- Microsoft's AI, Wall Street, AI, Melius Research's Ben Reitzes
- Section
- Technology
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